英伟达(NVDA.O)周四宣布，将向英特尔(INTC.O)投资50亿美元，为这家处境艰难的美国芯片代工企业 提供支持，但并未向英特尔授予关键的芯片制造订单。该协议还包含英特尔与英伟达联合开发个人电脑 及数据中心芯片的计划，这对台积电(TSM.N)可能构成潜在风险。目前，台积电负责生产英伟达的旗舰 处理器；作为全球市值最高的公司，英伟达未来或有可能将这部分业务转移至英特尔。而在数据中心芯 片供应领域与英特尔存在竞争的超微半导体，也可能因英伟达对英特尔的支持而遭受损失。 来源：滚动播报 ...

来源：滚动播报 英特尔股价跳涨17%。 ...

市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 英伟达美股盘前涨超16%，英伟达将斥资50亿美元收购英特尔股份，作为新合作伙伴关系的一部分。 风险提示及免责条款 ...

智通财经记者 周玲 9月16日，英特尔公司当天宣布，英特尔中国区董事长王锐将于本月退休。英特尔表示，这是自今年二 月对王稚聪的任命以来，按计划进行的管理层交接。王锐和王稚聪一直紧密合作，确保顺利交接。 今年8月18日，软银集团和英特尔宣布签署协议，软银将向英特尔投资20亿美元，以每股23美元的价格 收购英特尔普通股。根据外媒计算，这笔投资约占英特尔2%的股份，使软银成为英特尔第五大股东。 英特尔在官方声明表示，自2021年以来，王锐重新定义了英特尔中国战略，升级了组织架构，领导了多 项新举措，推动与全球运营的深度协同，提升对中国市场的支持，并深化与产业生态伙伴的合作关系。 据新华社，英特尔公司8月22日宣布与美国联邦政府达成协议，后者将向英特尔普通股投资89亿美元， 以每股20.47美元的价格收购4.333亿股英特尔普通股，相当于该公司9.9%的股份。 2025年2月27日，英特尔公司宣布，任命王稚聪担任新设立的英特尔中国区副董事长一职。王稚聪将全 面负责管理英特尔中国的业务运营，直接向英特尔公司高级副总裁 、英特尔中国区董事长王锐汇报。 王稚聪此前担任英特尔公司市场营销集团副总裁兼中国区总经理一职。 今年7 ...

Group 1 - The Philadelphia Semiconductor Index opened lower on September 17, with major companies like Nvidia, Intel, and ASML all experiencing declines of over 1% [1]

Core Viewpoint - Nokia has established a new artificial intelligence department to align with the strategic transformation under the leadership of new CEO Justin Hotard [1] Group 1 - The new department is named Technology and Artificial Intelligence Organization, which will integrate the company's research and development center, Nokia Bell Labs [1] - Pallavi Mahajan, a former Intel executive, has been appointed to lead this new department [1] - Mahajan previously served as Vice President and General Manager of Intel's Data Center and Artificial Intelligence business unit [1]

Group 1 - Nokia has established a new artificial intelligence department led by former Intel executive Pallavi Mahajan as part of a strategic transformation initiated by new CEO Justin Hotard [1] - The new "Technology and Artificial Intelligence" organization will include Nokia Bell Labs and aims to enhance competition with network companies like Ciena by developing technologies for connecting data centers [1] - Hotard believes this initiative will diversify the customer base and alleviate spending shortages faced by telecom operators [1] Group 2 - Nokia has appointed Konstanty Owczarek as Chief Corporate Development Officer to lead a new department covering mergers and acquisitions and its investment platform, NGP Capital [2] - Mahajan and Owczarek will join Nokia's leadership team on October 1, while current head of technology and strategy, Nishant Batra, will leave at the end of September [2]

Group 1 - U.S. chip stocks experienced a slight decline in pre-market trading, with Nvidia dropping nearly 1% [1] - Intel and AMD both saw a decrease of 0.5% in pre-market trading [1] - ASML's stock fell by 0.78% during the same pre-market session [1]

Core Viewpoint - The return of Sophie, a prominent semiconductor architect with nearly 20 years at Intel, to Tsinghua University signifies a notable shift in the semiconductor industry, emphasizing the importance of talent retention and development in China [1][3]. Group 1: Academic and Research Contributions - Sophie’s primary research areas include chip testing and measurability, reliability design, and Silicon Lifecycle Management (SLM), with applications in influential chip products [1]. - He has been awarded multiple international patents for technological innovations in areas such as 3D chip testing, functional safety for analog chips, and smart sensors [1][3]. - Sophie's notable inventions include a processor capable of real-time self-health monitoring and a machine learning system for detecting anomalies in analog chips, which are critical in automotive and industrial applications [3]. Group 2: Industry Engagement and Standards - Sophie has played a significant role in promoting industry-academia collaboration, serving as a mentor for various research projects under the International Semiconductor Research Corporation (SRC) [3]. - He has contributed to the establishment of global standards for chip design and has guided research at U.S. universities to address engineering challenges [3][4]. - His involvement with the IEEE includes serving as a senior member and as an associate editor for the journal "Design and Test" [4]. Group 3: Personal Background and Career Path - Sophie was born and raised in China, earning his bachelor's and master's degrees in automation from Tsinghua University, followed by a Ph.D. from Duke University in 2006 [3]. - He joined Intel in 2006 as a senior engineer, focusing on developing testing methods for low-power smartphone chips and contributing to key systems for wireless connectivity and cameras [3].

Core Insights - The article reports that Sophie, a prominent semiconductor architect with nearly 20 years at Intel, has returned to China to teach at Tsinghua University, indicating a significant shift in talent within the semiconductor industry [1][3]. Group 1: Academic and Research Contributions - Sophie’s research focuses on chip testing, reliability design, and Silicon Lifecycle Management (SLM), with applications in influential chip products [1]. - He has been awarded multiple international patents for innovations in 3D chip testing, functional safety for analog chips, and smart sensors [1][3]. - His notable inventions include a processor capable of real-time self-health monitoring and a machine learning system for detecting anomalies in analog chips, which are critical in automotive and industrial applications [3]. Group 2: Industry Engagement and Standards - Sophie has played a significant role in promoting industry-academia collaboration, serving as a mentor for various research projects under the International Semiconductor Research Corporation (SRC) [3]. - He has contributed to the development of global standards for chip design and has guided research at U.S. universities to address engineering challenges [3][4]. - His professional affiliations include being a senior member of the IEEE and serving as the associate editor for IEEE's "Design and Test" [4]. Group 3: Background and Career Path - Sophie was born and raised in China, earning his bachelor's and master's degrees in automation from Tsinghua University before obtaining a Ph.D. from Duke University in 2006 [3]. - He joined Intel in 2006 as a senior engineer, focusing on low-power smartphone chip testing methods and contributing to key systems for wireless connectivity and cameras [3].